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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$14.29
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets121.28M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LGSCX vs NAESX Comparison Chart in %
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LGSCX vs. NAESX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LGSCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. LGSCX (121M). NAESX pays higher dividends than LGSCX: NAESX (1.23) vs LGSCX (0.32). LGSCX was incepted earlier than NAESX: LGSCX (23 years) vs NAESX (65 years). LGSCX (1.62) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LGSCX has a lower initial minimum investment than NAESX: LGSCX (0) vs NAESX (3000). LGSCX annual gain was more profitable for investors over the last year : 7.82 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. LGSCX (32.41).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 15.428 | 5.577 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 162B | 0% |
| Annual Yield % from dividends | 0.32 | 1.23 | 26% |
| Returns for 1 year | 7.82 | 4.92 | 159% |
| Returns for 3 years | 39.97 | 41.91 | 95% |
| Returns for 5 years | 32.41 | 55.28 | 59% |
| Returns for 10 years | 14.88 | 130.16 | 11% |
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